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Vanguard Growth ETF shares owned by Heritage Trust

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in Vanguard Growth ETF

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All positions including Vanguard Growth ETF held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $248k 720 344.20
2023-12-31 $229k 736 310.88
2021-12-31 $219k 682 321.11
2021-06-30 $233k 811 287.30
2021-03-31 $205k 796 257.54
2020-12-31 $202k 796 253.77
2019-09-30 $992k 6.0k 166.36
2019-06-30 $1.0M 6.3k 163.42
2019-03-31 $989k 6.3k 156.46
2018-12-31 $65k 482 134.85
2018-09-30 $78k 482 161.83
2018-06-30 $72k 482 149.38
2018-03-31 $68k 482 141.08
2017-12-31 $68k 482 141.08
2017-09-30 $64k 482 132.78
2017-06-30 $115k 909 126.51
2017-03-31 $13k 106 122.64